Integrated Wealth Concepts’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.61M | Buy |
31,525
+2,908
| +10% | +$609K | 0.07% | 277 |
|
|
2025
Q1 | $4.88M | Sell |
28,617
-144
| -0.5% | -$24.6K | 0.06% | 318 |
|
|
2024
Q4 | $5.09M | Sell |
28,761
-1,932
| -6% | -$342K | 0.06% | 294 |
|
|
2024
Q3 | $4.67M | Sell |
30,693
-146
| -0.5% | -$22.2K | 0.06% | 302 |
|
|
2024
Q2 | $5.61M | Buy |
30,839
+215
| +0.7% | +$39.1K | 0.08% | 243 |
|
|
2024
Q1 | $5.91M | Sell |
30,624
-699
| -2% | -$135K | 0.09% | 238 |
|
|
2023
Q4 | $8.16M | Sell |
31,323
-1,421
| -4% | -$370K | 0.13% | 169 |
|
|
2023
Q3 | $6.28M | Sell |
32,744
-1,509
| -4% | -$289K | 0.11% | 201 |
|
|
2023
Q2 | $7.23M | Buy |
34,253
+387
| +1% | +$81.7K | 0.12% | 178 |
|
|
2023
Q1 | $7.19M | Buy |
33,866
+15,288
| +82% | +$3.25M | 0.15% | 152 |
|
|
2022
Q4 | $3.54M | Sell |
18,578
-814
| -4% | -$155K | 0.1% | 206 |
|
|
2022
Q3 | $2.35M | Buy |
19,392
+172
| +0.9% | +$20.8K | 0.08% | 247 |
|
|
2022
Q2 | $2.63M | Buy |
19,220
+1,442
| +8% | +$197K | 0.08% | 223 |
|
|
2022
Q1 | $3.4M | Buy |
17,778
+2,738
| +18% | +$524K | 0.1% | 176 |
|
|
2021
Q4 | $3.03M | Buy |
15,040
+262
| +2% | +$52.7K | 0.09% | 190 |
|
|
2021
Q3 | $3.25M | Buy |
14,778
+2,732
| +23% | +$601K | 0.11% | 168 |
|
|
2021
Q2 | $2.89M | Buy |
12,046
+1,507
| +14% | +$361K | 0.1% | 170 |
|
|
2021
Q1 | $2.69M | Buy |
10,539
+3,195
| +44% | +$814K | 0.11% | 153 |
|
|
2020
Q4 | $1.57M | Buy |
7,344
+1,373
| +23% | +$294K | 0.07% | 184 |
|
|
2020
Q3 | $987K | Buy |
5,971
+890
| +18% | +$147K | 0.06% | 219 |
|
|
2020
Q2 | $931K | Buy |
5,081
+484
| +11% | +$88.7K | 0.07% | 189 |
|
|
2020
Q1 | $686K | Buy |
4,597
+974
| +27% | +$145K | 0.06% | 181 |
|
|
2019
Q4 | $1.18M | Sell |
3,623
-108
| -3% | -$35.2K | 0.1% | 133 |
|
|
2019
Q3 | $1.42M | Buy |
3,731
+422
| +13% | +$161K | 0.16% | 98 |
|
|
2019
Q2 | $1.15M | Buy |
3,309
+594
| +22% | +$206K | 0.15% | 110 |
|
|
2019
Q1 | $1.04M | Buy |
2,715
+1,792
| +194% | +$684K | 0.18% | 103 |
|
|
2018
Q4 | $298K | Buy |
923
+54
| +6% | +$17.4K | 0.08% | 186 |
|
|
2018
Q3 | $332K | Buy |
+869
| New | +$332K | 0.1% | 160 |
|